Financial Analyst
Podium
At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money.
Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.
At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!
As a Financial Analyst at Podium you will analyze and recommend strategic, data-driven decisions to the senior leadership team. You will be a critical part of refining Podium’s growing business by providing financial insights to further drive top- and bottom-line, getting comprehensive exposure to the full Profit and Loss of Podium. If you are someone who is passionate about building a business, values efficiency and creative problem-solving using financial/quantitative metrics, and thrives in a fast-paced, open environment, then this is the right role for you!
RESPONSIBILITIES
- Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
- Assist with regular reporting of key metrics such as ARR and churn and ensure company reporting dashboards are updated and accurate
- Partner with department heads to identify and analyze opportunities and risks to revenue and cost goals
- Steward data-driven decision making in conjunction with varying stakeholders across the company (Sales, Product, Engineering, Business Development, HR, etc.) to optimize revenue and profit with the viewer experience in mind
- Manage ad hoc projects on an on-going basis and present to business partners. Project examples include partnership deal valuation, Profit and Loss for investment cases, headcount planning, etc
REQUIREMENTS
- BA/BS degree in Finance, Economics or similar quantitative discipline
- 1-3 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles.
- Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Domo/Sigma.
- Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently.
- Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
- Excellent and proactive communication style with the ability to build/foster relationships with business partners
- Basic SQL experience
